Filed December 9, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,771 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,358 |
ALPHA PENSION GROUP, INC.5+ years Service code 27 70 WESTVIEW ST 2ND FLOOR · LEXINGTON, MA 02421 | Advisory (Plan) | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,633 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,415 | $98,982-33.9% | $162,185-59.7% | $65,186+0.4% |
| Participation rate | 87.6% | 85.8%+1.8pp | 87.6%0pp | 70.2%+17.4pp |
| Annual return | 26.92% | 24.84%+2.1pp | 115.61%-88.7pp | 29.39%-2.5pp |
| Employer contribution / active EE | $8,998 | $3,467+159.6% | $5,613+60.3% | $2,177+313.4% |
| Participant deferral / active EE | $5,531 | $5,384+2.7% | $7,297-24.2% | $3,514+57.4% |
| Admin fee / account holder | $351 | $596-41.2% | $10,844-96.8% | $847-58.6% |